Honesty and integrity above all else

That’s the core of our philosophy.


People are our greatest asset.

Chuck Foss

President • CPA, PFS™

Nathan Dunham

Vice President • CFP®

Andrew Foss

Vice President • Advisor

Lisa Burton

Client Services

Paul Weaver

Research & Compliance

Angela Rideout

Client Experience

Michael Ehlenbeck

Advisor • CRPS®

Ken Moore

Portfolio Analyst

Angela Newell

Special Events

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